REFERRAL PARTNERS
We Help Your Deals Close.
For brokers, lenders, and CPAs: services that make listings more sellable, loans more fundable, and clients better prepared. Advisory only, we never compete for your client relationship.
For Brokers, Lenders and CPAs
Referral-partner services that make listings more sellable, loans more fundable, and clients better prepared. Advisory only, we never compete for your client relationship.
Business Brokers
Pre-Sale Financial Clean-Up
Organized, credible financials before the listing goes live.
QoE Lite for Listings
An affordable diligence-grade report that accelerates buyer confidence.
SBA / Commercial Lenders
Lender Support
13-week cash flows, projections, and reporting packages for credit files.
CPAs / Bookkeepers
Normalized Financials & Add-Back Validation
Defensible adjusted EBITDA that survives buyer diligence.
One relationship, many deals. Send us the listing with messy books, the borrower whose projections need work, or the client who isn't ready to sell yet. First look on a stuck deal is free.